Blevins Franks

Blevins Franks is the leading company providing specialist financial advice to British expatriates in Europe.

Our services are designed to help those who live in Spain permanently or are planning to move over. We also advise UK residents who own property and spend time in Catalunya, as well as expatriates returning to the UK.

Tax planning – We help you structure your assets and wealth in the most tax-efficient way. We have in-depth knowledge of the Spanish and UK tax regimes, and the interaction between them, and are experienced at using the rules to your advantage, to lower the tax liabilities on your savings and investments, pensions, wealth and estate.

Investment planning – We recommend tailor-made investment strategies to protect your wealth, designed around your personal circumstances, objectives, needs and appetite for risk. We have access to some of the world’s best advisory and discretionary investment managers.

Pensions – We can advise on all the relevant pension and investment solutions to suit UK nationals in Spain. Our starting point in such a rapidly changing landscape is to understand you and your situation before identifying the best solutions for you.

Estate planning – We help make sure the right money goes to the right hands at the right time. We consider Spanish succession tax and UK inheritance tax, as well as Spanish succession law and the EU succession regulation Brussels IV, to establish the best way to hold your assets so they can be passed to your chosen heirs as easily as possible and with the minimal of taxes.

Established over 40 years ago, Blevins Franks has over 20 offices across Spain, France, Portugal, Cyprus, Malta, Monaco and the UK, including our office in Girona.

Our local financial Partner for Catalunya, Barcelona and Girona, Ian Pugh, is a professionally qualified financial adviser. He has over 25 years’ experience in financial services, specialising in tax-efficient investing for high net worth individuals.

Our overriding aim is to give clients the peace of mind that comes from knowing their financial affairs are in order. We develop good, long-term personal relationships with each client, to ensure you receive a high quality, bespoke service based on a full understanding of your family’s circumstances and objectives.

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731. Where advice is provided outside the UK, via the Insurance Mediation Directive from Malta, the regulatory system differs in some respects from that of the UK. Blevins Franks Trustees Limited is authorised and regulated by the Malta Financial Services Authority for the administration of trusts and companies. Blevins Franks Tax Limited provides taxation advice; its advisers are fully qualified tax specialists. This promotion has been approved and issued by BFFM.